at Financial Technnology Year
Please contact them if you have any questions.
Sugar Sell for Financial Services
from SugarCRM
Adaptive CRM platform with mobile meeting tools, contact management, pipeline tracking, automated follow-ups, and mobile apps for fund managers and advisors engaging clients.
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
Sugar Sell for Financial Services
Publicly available data, summarised using AI.
If you are the vendor, claim your page